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Trilogy Capital’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Trilogy Capital’s Portfolio IVLU Stock Details IVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$297K Buy
+7,094
New +$297K 0.01% 333

Other funds holding IVLU

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Trilogy Capital's IVLU Position: Q2 2026 in Review

Trilogy Capital opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 7,094 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings.

70 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Trilogy Capital held 7,094 shares of iShares MSCI Intl Value Factor ETF worth $297K as of Q2 2026.
  • iShares MSCI Intl Value Factor ETF was a new Trilogy Capital position in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of Trilogy Capital's portfolio in Q2 2026, its #333 holding.
  • 70 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.